Account Manager (Financial Services)
Passionate about financial services and building strong client relationships? Apply now for our Account Manager role!
About the Company:
Our client is a liquidity and technology provider of solutions for the crypto and foreign exchange (FX) industry. The company specializes in the sphere of B2B services and products, catering to a wide range of clients including large licensed brokers, crypto exchanges, crypto brokers, forex brokers, hedge and crypto funds, and professional managers. The company’s advanced base of ready-to-use technical solutions enables brokers to save time and money on consuming infrastructure projects and focus on enlarging their client base and increasing their revenues.
About the Role:
In this results-oriented position, you'll play a key role in expanding their footprint within the fintech space. You'll partner with existing clients to achieve their strategic objectives by leveraging their industry-leading solutions for liquidity management, digital payment processing, and CRM. Your core focus will be on building long-term, successful partnerships that drive not only account adoption and expansion but also client satisfaction, advocacy, and renewals.
You will be responsible for:
- Cultivating Trusted Relationships: Developing deep connections with clients, becoming their go-to advisor, and understanding their unique business challenges and goals.
- Consultative Client Solutions: Collaboratively working with clients to identify opportunities where our solutions can drive value for the customer to achieve their long and short-term business objectives.
- Outcome-Driven Approach: Championing a consultative approach that focuses on the client's business outcomes rather than simply listing product features.
- Strategic Impact: Delivering impactful customer touchpoints such as business reviews, health checks, and renewal discussions that clearly showcase the value proposition of our solutions and how they drive positive client ROI.
- Identifying Growth Opportunities: Identifying and qualifying upsell opportunities to drive upsell and expand existing accounts, exceeding growth targets.
- Data-Driven Strategies: Tracking key metrics like churn rate, NPS (Net Promoter Score), and client satisfaction to identify areas for improvement and implement data-driven strategies for continuous growth.
- Industry Expertise: Staying abreast of industry trends in liquidity management, digital payment processing, and CRM solutions specific to brokers and investors.
Required
- Client Expertise (3+ yrs): Experience managing relationships with large, global, and complex organizations in a client-facing role (ideally customer success or similar). Technical product experience is a plus.
- Data & Analysis: Strong analytical skills and an ability to operate with rigor, leveraging data to find answers.
- Executive Presence: Strong presentation skills with an executive presence, particularly for in-person meetings with multiple stakeholders.
- Proven Success: A history of success in a consultant, pre-sales, technical account management role, or equivalent.
- Strategic Planning: Experience building comprehensive account plans that drive results.
- Goal Achievement: Proven track record of achieving targets and goals, particularly within a sales setting.
- Client Navigation: Experience handling difficult customer situations and demonstrating successful resolutions.
- Teamwork: Ability to effectively collaborate within a team environment with sales and services peers.
- Self-Starter: Strong research and self-starting skills, demonstrating the ability to learn and adapt independently.
Preferably the company is looking for someone with:
- Financial Services Acumen: Some understanding of the financial services industry, particularly the needs of brokers and investors.
- Business Acumen: Sophisticated business sense with an understanding of the underlying drivers and strategy of our user's businesses.
- Technical Influence: Track record of leading technical conversations, persuading others based on solution requirements and value provided.
- Collaboration Expert: Ability to build strong relationships and collaborate effectively with a wide range of people, both internally and externally.
- Agile Mindset: Motivation and flexibility to thrive in a high-growth environment where things change quickly.
Why Join?
- Make a Real Impact: Opportunity to make a real difference in our clients' businesses and shape the future of financial services technology.
- Dynamic Environment: Work in a fast-paced and dynamic environment with a team of passionate and supportive colleagues.
- Growth & Development: Enjoy continuous learning and development opportunities to further enhance your skills and knowledge.
- Competitive Compensation: Competitive salary and benefits package.
Our client's company is an equal-opportunity employer that values diversity. They do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
- Department
- Sales
- Locations
- London
- Remote status
- Fully Remote
Account Manager (Financial Services)
Passionate about financial services and building strong client relationships? Apply now for our Account Manager role!
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